Operations Specialist (Online Account Specialist) - Jacksonville, FL

Canon Recruiting Group • Jacksonville, FL

1d • $17 • Hybrid

About The Position

The Online Account Fulfillment Specialist supports both call center and internal communication functions. This role includes dedicated time handling inbound calls, along with regular interaction with teams supporting Consumer Investments. The primary responsibility is reviewing and remediating online account applications, ensuring accuracy, completeness, and compliance with company policies and procedures. This position requires strong attention to detail, problem-solving skills, and a high level of client service.

Requirements

• Strong client-focused mindset.
• Ability to multitask and prioritize in a high-volume environment.
• Excellent attention to detail and problem-solving skills.
• Strong organizational and time management abilities.
• Professional, team-oriented attitude.
• Effective communication (verbal and written).
• Ability to work under pressure and meet deadlines.
• Sound judgment and decision-making skills.

Nice To Haves

• Customer service and/or call center experience.
• Knowledge of investment products and CDD requirements.

Responsibilities

• Review and process online account applications for accuracy and completeness.
• Verify client information in accordance with company policies.
• Provide high-quality customer service to both internal and external clients.
• Handle inbound calls, emails, and processing queues.
• Research and resolve issues, including escalations.
• Communicate clearly and effectively across all levels of the organization.
• Support document remediation, account updates, and paperwork processing.
• Collaborate with internal teams and contribute to process improvements.

Benefits

• health care
• 401(k) savings plans

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed